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Enterprise Resource Planning
(ERP) RFP for Non-Manufacturing

Selecting the best...

Enterprise Resource Planning Software

Use this detailed enterprise resource planning software system RFP and vendor proposal evaluation tools to acquire and implement the ERP software system best suited to your organization's unique enterprise resource planning (ERP) system requirements. Eliminate false starts, and reduce the total cost of ownership (TCO). Accurately identify the best enterprise resource planning software solution system based on your actual needs and priorities.

Simplifying ERP Selection

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RFP Sample
RFP example

What Users Say...

"Using your RFP template,
we did in 4 weeks what it
took others almost a year
to do."

Telenor
Mobile Communications
5,200+ Facilities Worldwide

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"With Infotivity's wealth of ERP RFP knowledge capital, we were able to help our client, a growing electric utility, quickly and thoroughly complete a complex ERP software selection process."

J.C.
MetaBridge

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"The most comprehensive &
detailed RFP I have seen
anywhere."

I.C.
Memphis Light (MLGW)
2,500+ employees

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"Thank you very much! I
have to say it's quite
expansive and well laid
out, this is exactly what
we were looking for!"

J. P.
Certified SCM Consultant

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ERP for Non-Manufacturing RFP (5,570 Criteria):  

Increase ERP selection accuracy!  Use this easily customized enterprise resource planning (ERP) RFP Master containing thousands of ERP selection criteria to query vendors about how well their manufacturing ERP system features fit your needs.  All criteria are organized to ensure consistent "Apples-to-Apples" comparison and evaluation of vendor ERP RFP responses based on your actual requirements.   All with a 30 Day Money-Back Guarantee!

In addition, this RFP also queries vendors in detail about how their ERP system supports the many regulatory compliance issues mandated by the Sarbanes-Oxley (SOX) & Dodd Frank Acts, IFRS, FINRA, Basel II, and others.  If you have any questions about current or upcoming compliance issues, please contact Infotivity for answers.

Easily identify all pricing discount and other vendor concession opportunities by using the Best and Final Offer (BAFO) capabilities included in this RFP template to help ensure you obtain the best system for the least cost.

The following functional areas are addressed in this RFP:

  • System Global Issues
  • Quality Management
  • External System Integration
  • Web Enabled Functions
  • Web Content Management
  • Personalization Capabilities
  • User Interface
  • Service Level Agreements
  • Budgeting
  • Inventory Management
  • General Ledger
  • Fixed Assets
  • Requisition Processing
  • Purchase Order Management
  • Expense Tracking
  • Time & Attendance
  • Payroll Processing
  • Human Rersources
  • Contract Administration
  • Accounts Payable
  • Project Management
  • Costing Functions
  • Quote Processing
  • Sales Order Entry & Billing
  • Customer Relationship Management
  • Customer Service
  • Marketing
  • Web Site Development
  • Web Site Hosting
  • Shopping Cart Functions
  • Sales Force Automation
  • Accounts Receivable
  • Expertise Management
  • Collaboration
  • Event Management
  • Taxonomy
  • Document Capture
  • Document Retrieval
  • Digital Asset Management
  • Workflow Processing
  • System Configuration
  • System Implementation
  • Security
  • Initial Costs
  • System Support
  • Ongoing Costs
  • To view a DETAILED list of the criteria categoroes in this RFP, please CLICK HERE.

    This RFP template is organized by business process for easy reference, and provides the detail needed to:

  • Collect Your Non-manufacturing (Service) ERP Requirements Easily & Accurately:

          Quickly Identify the Functions & Features You Need - No Need to Start from Scratch!
          Send a Needs Survey to Users - Jog User Memory & Gather Unique User Needs in Detail!
          Easily Add Your Organization's Unique Needs & Requirements

  • Clearly Communicate Your Organization's Needs to Vendors:

          All Requirements are Presented to Vendor Using Full, Easy-to-Understand Sentences
             instead of Ambiguous, easily Mis-Understood "Feature-Speak"
          All RFI/RFP Templates Provide Full On-Line Help
          You Can Provide Full Instructions to Vendors as Needed
          Unlimited Space for Your Company Background, Current System, & Project Goals
             for ensuring vendors fully understand your organization's needs & goals.

  • Obtain Clear, Concise, & Easily Evaluated RFI/RFP Responses from Vendors:

          Response Format Enhances Software Selection & Implementation Decision-Making Data
          Speedy Response Entry Process Increases Vendor Response Participation and Accuracy
          Learn Eactly Which Features, Functions, & Processes are Provided by Each Proposed System
          Ideal for Gap Analysis
          Complete Vendor Response Validation Ensures Easy, Accurate "Apples-to-Apples" Comparison

  • Identify & Mitigate Risks - Eliminate System Implementation Surprises

          Special Vendor Response Set Identifies both IF a Feature is Being Delivered
              and Also HOW It will Be Delivered.
          A RISK Assessment Score is Assigned to Each Feature's Delivery Method.
          Overall Supportability is Determined from Total Risk Assessment Score.
          Color-Coded Caomparison Matrix Shows Where Risk Mitigation is Needed at the
             Process Feature Level.

  • Manage Implementation Costs More Effectively:

          Cost Matrix Cross-References Feature Delivery with Enhancement Costs
          Easily View the Status of Required System Customization Tasks
          Enables Accurate Tracking of Individual Features and Enahncements
          Track Implementation Progress & Payments Using "Earned Value Management" Techniques.
          Ensures You Receive What You have Contracted For (& Are Being Charged For!)


    ERP software evaluation   INCLUDED with this ERP RFP Master is a full set of Vendor RFP Response (Proposal) Evaluation functions that enable extremely accurate and precise evaluation of vendor ERP software proposals.  All evaluation functions can be tailored to utilize your organization's actual business priorities and operate at the detail feature level.

    • IDENTIFY the STRENGTHS & WEAKNESSES of PROPOSED by using the COLOR-CODED Side-by-Side comparisons to accurately compare competing vendor ERP proposals at the detail requirements level.
    • IDENTIFY the BEST SOLUTION BASED ON YOUR ACTUAL PRIORITIES by using customizable WEIGHTED GRADE Scoring to determine the SUITABILITY of proposed enterprise resource planning software features and functions to your arganization's needs.
    • KEEP YOUR ERP PROJECT ON-SCHEDULE. Identify the DELIVERY METHODS to be used in each vendor proposal through the use of responses designed specifically for enterprise resource planning software and high-technology products. Use the FEATURE SUPPORT MATRIX (FSM) to identify potential problems inherent in a proposed delivery method or schedule.
    • MAXIMIZE ROI and minimize RISK. Use the RISK ASSESSMENT features of the Feature Support Matrix (FSM) to identify the Risk inherent in any delivery schedule, and enjoy better project management through Earned Value Management (EVM) techniques.
    • Includes the Optimized RFP Guide detailing RFP preparation and response evaluation methods.
    DOWNLOAD a FREE SAMPLE RFP HERE! This live working ERP software RFP sample has been ZIPPED for fast download.  Although not required, we recommend you SAVE it to your hard drive, then UNZIP the RFP, prior to use.

    Purchase and download the full ERP Software RFP Master for Non-Manufacturing Enterprises by clicking the "Add to Cart" button below to use our online order form and Secure Checkout.


    Enterprise Resource Planning Software (non-Mfg) with 5,570 CRITERIA
    $399.00 US                                                                              
    If you have questions, please Contact Us
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